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RWIFX vs UGOFX
RWIFX vs UGOFX Comparison
Open Charts RWIFX vs UGOFX
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Global Managed Volatility Instl
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets394.17M
RWIFX vs UGOFX Comparison Chart in %
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RWIFX vs. UGOFX commentary
Dec 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a Hold and UGOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. UGOFX (394M). RWIFX pays higher dividends than UGOFX: RWIFX (1.59) vs UGOFX (1.46). RWIFX was incepted earlier than UGOFX: RWIFX (24 years) vs UGOFX (17 years). UGOFX (0.79) is less costly to investors than RWIFX (0.46). UGOFX is a more actively managed with annual turnover of: 37.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than UGOFX: RWIFX (250) vs UGOFX (1000000). RWIFX annual gain was more profitable for investors over the last year : 12.66 vs. UGOFX (-3.57). RWIFX return over 5 years is better than : 32.78 vs. UGOFX (3.58).
| RWIFX | UGOFX | RWIFX / UGOFX | |
| Total Expense Ratio | 0.46 | 0.70 | 66% |
| Annual Report Gross Expense Ratio | 0.46 | 0.79 | 58% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.720 | -1.906 | -772% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 394M | 36,041% |
| Annual Yield % from dividends | 1.59 | 1.46 | 109% |
| Returns for 1 year | 12.66 | -3.57 | -355% |
| Returns for 3 years | 47.45 | 30.72 | 154% |
| Returns for 5 years | 32.78 | 3.58 | 915% |
| Returns for 10 years | 75.72 | 41.90 | 181% |
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